Test Booking & Sales Automation
Converiqo automates test enquiries, pricing, home sample scheduling, report tracking, and patient/doctor notifications so labs stay compliant while scaling volume.
Pressure points
Key Challenges for Pathology Labs & Diagnostic Centers
Automation transforms bookings, sample logistics, and multi-stakeholder communication.
Scattered Test Enquiries & Orders
Patients, doctors, hospitals, and aggregators reach out via phone, WhatsApp, email, and portals resulting in missed bookings, duplicate data entry, and poor visibility.
Manual Home Sample Coordination
Operations teams juggle technician rosters, routes, consumables, and patient reminders over spreadsheets, making it hard to honor SLA-bound home collections.
Sample Tracking & TAT Blind Spots
Once samples enter accessioning, status updates are trapped inside LIMS screens, leaving front-desk staff unable to answer patient or doctor queries confidently.
Communication Gaps With Patients & Clinicians
Report releases, abnormal value alerts, recollection requests, and billing updates are handled manually, flooding contact centers and delaying care decisions.
Ticket & Quality Escalation Backlogs
Incidents such as temperature breaches, instrument downtime, or sample loss lack structured routing, causing compliance risk and repeated breakdowns.
Complex Billing, Insurance & Corporate Accounts
Different tariffs, packages, and approval processes across retail, insurance, and B2B clients create reconciliations headaches and revenue leakage.
How Converiqo Transforms Lab Operations
Automation + AI synchronize every step from test enquiry to report delivery and feedback.
AI-Powered Test Booking & Lead Automation
Automate enquiry capture, panel selection, pricing, and slot confirmation for retail patients, doctors, corporates, and aggregator partners.
Always-On Patient & Doctor Service Desk
Converiqo answers FAQs, shares prep instructions, routes tickets, and pushes report updates across WhatsApp, phone, web, mobile apps, and kiosks.
Integrated Sample & Logistics Orchestration
One command center coordinates home collections, center visits, sample tracking, TAT alerts, billing, and escalations with full auditability.
Core module
Test Booking & Sales Automation
Automated capture, classification, and conversion of every lab enquiry across patients, doctors, corporates, and aggregators.
Automation Flow
Automated Test Enquiry & Order Processing
Capture enquiries and orders from doctors, hospitals, patients, corporates, aggregators, and franchise partners via WhatsApp, phone, portals, and APIs.
Auto-classify by test type, panel, department, urgency, collection mode (center vs home), payer type, and source to allocate instantly.
AI enriches leads with demographics, insurance, doctor preferences, previous results, and predicted bundle value to prioritize high-yield opportunities.
Automated workflows share preparation instructions, quotations, consent forms, and payment links while nudging incomplete bookings.
Sales and BD teams see consolidated dashboards for referrals, conversion, TAT, commissions, and corporate utilization across locations.
Tight integrations with CRM, LIMS, and billing systems ensure handoffs from enquiry to slot booking to accessioning without duplicate data entry.
Automation Flow
Patient & Doctor Self-Service
Patients browse tests, view pricing, book center or home slots, reschedule, and track sample pick-up status via WhatsApp, SMS, IVR, or web widgets.
AI assistant answers queries instantly: “Do I need fasting?”, “When will my report be ready?”, “Can the phlebotomist come tomorrow 7 AM?”, “How do I download my child’s report?”.
Doctors and partners request pickups, check report status, download PDFs, and raise add-on test requests without waiting on call centers.
Provide real-time notifications for sample collected, sample received at lab, processing, validation, and report released across channels.
Offer dynamic content such as pre-test instructions, package recommendations, corporate discounts, and health education tailored to the patient profile.
Automatically convert service requests recollections, payment clarifications, complaint submissions into tickets with reference numbers and SLA tracking.
Automation Flow
Service Ticketing & Quality Management
Convert every complaint, recollection request, equipment alert, LIS issue, and partner escalation into a tracked ticket with ownership and SLA.
Auto-route tickets to front office, collection centers, phlebotomy supervisors, QA, biomedical, IT, or finance based on category and severity.
Link tickets to patient orders, sample IDs, instruments, and locations so teams have complete context before responding.
Provide technicians and partners with self-serve portals to log incidents, upload photos, and request consumables while receiving live updates.
Embed CAPA workflows, audit checklists, and regulatory documentation to ensure incidents close with corrective action evidence.
Dashboards highlight SLA breaches, recurring issues, and root causes to drive preventive maintenance and process improvements.
Automation Flow
Field Service & Home Collection Automation
AI-assisted scheduling assigns phlebotomists based on location, skill, gender preference, and workload while honoring cold-chain constraints.
Route optimization, geo-tracking, and live status updates reduce travel time and improve patient transparency.
Mobile app workflows capture consent, payments, barcodes, photo proofs, and inventory usage even in low-connectivity zones.
Automated alerts ensure timely pickup-drop to hubs, monitor temperature excursions, and trigger recollection workflows when required.
Manage consumables, PPE, and device calibration with automated replenishment and maintenance reminders.
Provide supervisors with productivity dashboards, exception alerts, and compliance reports across cities and partner networks.
Automation Flow
Marketing Automation & Preventive Health Journeys
Automate campaigns for preventive health packages, seasonal check-ups, chronic care monitoring, and corporate wellness tie-ups.
Trigger educational drips for prenatal panels, cardiac profiles, allergy tests, and executive health packages based on patient demographics and history.
Engage doctors with performance scorecards, new test launches, and CME invites to deepen referrals and loyalty.
Segment audiences (retail, corporate, aggregator, insurance) and deliver personalized offers with consent tracking and opt-out governance.
Measure campaign performance end-to-end open/CTR, bookings generated, revenue attribution, NPS and feed insights into CRM and BI tools.
Coordinate cross-channel nudges (WhatsApp, SMS, email, IVR) with regional languages to improve recall and repeat bookings.
Automation Flow
Voice of Patient, Doctor & Partner Automation
Trigger experience surveys automatically after sample collection, center visits, report delivery, or doctor consultations via WhatsApp, SMS, IVR, or kiosks.
Capture diagnostic-specific KPIs: technician professionalism, waiting time, sample handling, report clarity, billing transparency, and overall NPS.
Route low scores to unit heads, trigger recollection workflows, or escalate to QA/compliance teams with SLA timers and audit trails.
Provide doctors and corporate partners with periodic scorecards and instant escalation channels for abnormal delay or report discrepancies.
Integrate VoC data with BI dashboards to correlate satisfaction with TAT, geography, phlebotomist, or instrument to drive continuous improvement.
Use positive feedback for review generation, testimonial harvesting, and referral programs with automated consent capture.
Automation Flow
End-to-End Diagnostic Workflow Automation
Order-to-report journey: enquiry → slot booking → home/center collection → accessioning → processing → validation → billing → report delivery → feedback.
TAT and exception management: auto-escalate when samples breach cut-offs, machines go down, or reports await pathologist sign-off beyond thresholds.
Corporate and hospital partner workflows: bulk order imports, credit approvals, consolidated invoicing, and MIS sharing through secure portals.
Inventory and reagent automation: consumption tracking, batch/lot traceability, expiries, and auto-reorder rules linked to vendor SLAs.
Regulatory compliance: maintain digital audit trails, calibration logs, QC documentation, and NABL/CAP checklists with automated reminders.
No-code builder lets operations teams configure specialty workflows (molecular, histopath, radiology) and integrate with LIMS/HIS without custom dev.
Stakeholder outcomes
Benefits Across Lab Leadership & Teams
Everyone from owners to patients, doctors, and partners benefits from automated bookings, logistics, and reporting.
Lab Owners & CXOs
- Gain unified visibility into bookings, TAT, revenue mix, and partner performance across hubs, spokes, and franchises.
- Reduce dependency on manual coordination and lower operational costs without compromising compliance.
- Confidence that every enquiry, escalation, and incident is tracked with audit-ready evidence for NABL/CAP.
Sales & Corporate Partnerships
- Single pane of glass for referrals, corporate accounts, doctor incentives, and aggregator pipelines with automated follow-ups.
- Faster turnaround on proposals, tariff negotiations, and onboarding packages improves win rates.
- Actionable insights on partner performance, leakage, and campaign ROI.
Phlebotomy & Field Ops Leaders
- Dynamic routing, consumable tracking, and SLA monitoring keep home collections predictable and compliant.
- Real-time alerts reduce recollections and improve technician productivity.
- Digitized SOPs and training keep distributed teams aligned while scaling to new geographies.
Lab Operations & QA Managers
- Automated task orchestration across accessioning, processing, validation, and dispatch reduces bottlenecks.
- Instant view of incidents, equipment downtime, and CAPA status improves readiness for audits.
- Templates for specialty workflows (molecular, histopath, radiology) cut rollout time for new services.
Patients, Doctors & Partners
- 24/7 visibility into bookings, prep requirements, pickup status, and reports builds trust.
- Doctors receive proactive alerts for critical values and delayed reports, enhancing clinical decision-making.
- Corporate and hospital partners enjoy transparent SLAs, consolidated billing, and faster escalations.
IT & Digital Transformation Teams
- API-first architecture integrates with LIMS, HIS, CRM, billing, telephony, and BI tools no rip-and-replace.
- Modular rollout per region or business line with centralized governance and observability.
- Detailed logs, monitoring, and RBAC simplify security audits and platform scaling.
Deployment fit
Capabilities for Every Lab & Diagnostics Setup
From standalone centers to multi-location franchises.
Standalone Pathology Labs
Digitize bookings, home collections, and reporting without needing a full-scale HIS replacement.
Hospital-Attached Labs
Coordinate orders from wards, OPD, ER, and satellite centers with tight integration to HIS and doctor workflows.
Diagnostic Chains & Franchises
Standardize SOPs, SLAs, campaigns, and partner reporting across hubs, spokes, and collection centers.
Imaging & Radiology Networks
Extend the same orchestration to MRI/CT/USG centers for appointment booking, modality scheduling, and report release.
Home Collection & Onsite Camps
Run mobile teams for corporate drives, community camps, and VIP services with route planning and compliance tracking.
Specialty & Molecular Labs
Manage complex multi-step workflows, specialized QC, and clinician engagement for molecular diagnostics, histopathology, or fertility labs.
Proof of impact
Real Lab Leaders on Measurable Impact
Pathology Labs & Diagnostics Run Smoother on Converiqo
58%
Faster enquiry-to-report turnaround
71%
Reduction in missed home sample slots
62%
Decrease in manual ticket handling effort
38%
Increase in patient & doctor satisfaction (NPS)
Customer voice
“Converiqo now handles 90% of our patient queries, home sample reminders, and doctor notifications. Phlebotomist routing is centralized, and TAT dashboards keep every stakeholder in sync. We cut manual coordination hours by half and improved our corporate SLA adherence dramatically.”
Ananya Dutta, COO, PrecisionPath Labs
Need-to-know
Frequently Asked Questions
Answers for lab owners, operations leaders, and clinical partners.
How can agentic AI improve pathology lab operations?
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Agentic AI automates enquiries, streamlines test bookings, and coordinates lab teams faster. It reduces manual follow-ups, improves clarity for patients, and supports both walk-in and home-sample workflows.
What challenges do pathology labs face in daily workflows?
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Labs often struggle with test enquiries, report delays, sample coordination, and communication gaps. Automation centralizes updates, speeds up processes, and keeps patients informed across booking, collection, and reporting.
Can automation improve sample collection and report delivery?
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Yes. Automated flows organize home-sample requests, assign phlebotomists, and trigger reminders. The same workflows push real-time report updates so patients experience faster turnaround across diagnostics.
How does AI improve patient experience in diagnostics?
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AI keeps patients updated on bookings, sample status, and report readiness. It reduces uncertainty, improves communication, and delivers transparency during time-sensitive diagnostic journeys.
What KPIs should pathology labs track using automation?
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Track lead conversion rate, sample pickup time, report turnaround time, ticket resolution speed, and feedback scores. Converiqo turns these KPIs into dashboards for continuous performance improvement.
How does Converiqo’s Lead Engine increase lab bookings?
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The Lead Engine captures diagnostic enquiries, test requests, and corporate screening leads. It tags each by test type and urgency so coordinators respond faster and convert more patients into confirmed bookings.
How does Converiqo’s CSSE support report access and bookings?
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Customer Self-Service lets patients browse test options, access reports, schedule home-sample pickups, and read FAQs instantly. It lowers administrative load while keeping patients self-sufficient.
Why use Converiqo’s Ticketing System for lab concerns?
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The Ticketing System manages delayed reports, billing issues, sample problems, and reschedules. Every issue gets ownership, SLAs, and status updates across support, lab techs, and phlebotomy teams.
How does Converiqo’s Field Service Module improve home-sample delivery?
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Field Service Management dispatches phlebotomists, tracks visits, and updates collection status in real time. It improves reliability, reduces delays, and delivers smoother home-sample experiences.
How does Converiqo’s workflow and feedback improve lab quality?
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Workflow automation keeps report updates on time while the Feedback Module captures ratings on sample collection, staff behavior, and quality. Together they drive continuous improvements in diagnostic operations.
Diagnostic excellence
Ready to Automate Test Bookings, Samples & Reporting?
Plug Converiqo into your lab operations to streamline multi-channel enquiries, home collections, QA tickets, and reporting without ripping out existing systems.